Our core businesses enable us to cater to a wide range of investor needs. We also develop new strategies and deploy them when appropriate.

Explore Our Core Strategy Continuum

Alternative Credit and Fixed Income

Growth Capital

We invest primarily in companies with stable cash-flow profiles across a range of sectors, including:

Transportation: Aviation, Automotive, etc.

Real Estate: Rental, Home Rehab and Resale, New Home Development, etc.

Energy: Solar Energy, Consumer Electric Retailing, etc.

Consumer: Healthcare, Consumer ABS, etc.

Our mandates enable us to invest in the equity and/or debt of companies such as mortgage lenders, auto lenders, etc. These firms are often platforms filling a market niche that has grown after the Global Financial Crisis.

Systematic Investing

Event-Driven

We define “event-driven” as strategies seeking to profit from investments in companies experiencing a material change in their ownership or capital structure.

The opportunity set includes investing in stocks undergoing mergers, as well as investing in companies engaging in major stock or debt repurchases, divestitures, spin-offs, and other key events in the corporate life-cycle

One of the hallmarks of event-driven strategies is habitat rotation, which describes how owners of a stock (typically fundamental investors) will seek to quickly reduce their ownership position due to a corporate event. Event-driven investors who are willing to accumulate shares during this habitat rotation are often able to earn a positive risk premia

Long-Short Equity

We define “long-short equity” as strategies seeking to profit by buying stocks (or other instruments) deemed to be attractive on various bases (e.g., fundamental), and shorting stocks (or other instruments) deemed to be unattractive.

The opportunity set includes investing (long or short) in stocks, debt, and other instruments

The strategies are also underpinned by human behavioral biases and market structural constraints that tend to cause investors to under-appreciate an instrument’s quality and value characteristics